See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,253 | $74,888+391.7% | $71,209+417.1% | $142,382+158.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 20.35% | 345.14%-324.8pp | 282.51%-262.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,186 | $2,854+46.6% | $2,721+53.8% | $4,299-2.6% |
| Participant deferral / active EE | $8,226 | $4,454+84.7% | $4,175+97.0% | $6,507+26.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |